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March 9, 2022

Estimated oil disruptions… Goldman via Bloomberg

Srinivasan Sivabalan, Bloomberg, references a nice chart by Goldman comparing past oil disruptions with an estimate of the current situation:

Category iconCommodity Research

March 4, 2022

Russian oil exports are plunging… OilPrice.com

Alex Kimani, Oilprice.com, has an excellent piece summarizing what is going on with Russian oil exports… ”The situation is getting desperate for

Category iconCommodity Research

March 3, 2022

Options update…

The options market is acting quite logically as an already tight market is hit with escalated isolation of a major oil exporter:  Despite higher

Category iconCommodity Research

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February 23, 2022

Podcast: February 2022 Oil Market Analysis

Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group

Category iconCommodity Research,  Monthly Oil Market Report,  Podcast Tag iconAndy Lebow,  commodity research,  Edward Meir,  eia,  geopolitics,  Jim Colburn,  oil prices,  opec,  podcast

February 22, 2022

Follow the Bitcoin miners…

Crypto miners seem to be the quickest to find cheap sources of energy… Here is Felicity Bradstock, OilPrice.com: ”Over the past couple of years,

Category iconCommodity Research

February 17, 2022

WTI options update…

Buy option strategies…. The current oil market is a perfect example of why options markets are useful in translating traders fears and aspirations

Category iconCommodity Research

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